Counting On Her

Your loved one is on long term care claim, - now what? Listen to how Maryglenn Boals, CLTC, LACP breaks it down from both personal and professional experiences.

The phenomenal Karen Roberts, CHFC, CDFA brings her enthusiastic & uplifting energy to today's episode. Karen is a financial planner located in Florida but works with clients all over the country. Karen shares her approach on how she stays true to herself within her career and how all female professionals can embrace their own authenticity. She also shares some valuable insights from her book "20 Questions: What You Don't Know Matters".

We had the lovely Legacy Lifeguard AKA Heidi Thompson, ED.M, JD in the studio sharing so much estate planning wisdom with us. Heidi is an Arizona estate planning expert and regardless of your age, Heidi will encourage you to start to get your estate in order. This is a great episode for those unfamiliar with estate planning & if you are looking for more, you can download her free eBook on her website https://lifeguardinglegacies.com/ .

Today we welcome the amazing Wendy McClellan who is a human resources consultant at Structure for Success and is also a business coach for female business owners. Wendy has a powerful story of leaving the corporate world and pursuing entrepreneurship herself which allows her to be able to make a genuine impact with other women who are doing the same. Learn more about Wendy & how she empowers other business owners at http://structure4success.com/ .

We bring you the extraordinary journey of Tiana Ronstadt, a powerhouse female advisor and a true force to be reckoned with in the financial industry.
Tiana shares her insightful perspective on the challenges faced by female advisors and the intricate balance they strive to achieve in their multiple roles. Through her own experiences, she reveals the undeniable truth that trying to do it all simultaneously is simply not feasible. She offers invaluable wisdom on the deliberate choices she made to navigate through tough times, all while pursuing her vision of having it all and doing it all.
As a 7-figure earner, Tiana's path to success is a testament to her relentless drive and unyielding resolve. She goes beyond her personal achievements and passionately empowers both her team and clients to take action. Tiana's transformative approach centers around the concept of working from abundance rather than scarcity. She emphasizes that when you show up with a sense of abundance, your clients can feel it, establishing a strong foundation for trust and collaboration.
Moreover, Tiana acknowledges the profound influence of the women who paved the way for her success. Recognizing that the financial advisory industry is built on relationships, she underscores the importance of doing thorough homework. Tiana not only encourages advisors to meticulously prepare, but she also challenges clients to demonstrate their commitment by engaging in selective and intentional onboarding processes. This symbiotic approach creates a dynamic partnership between advisor and client, leading to greater mutual success.
Through her story, she inspires female advisors to embrace their own potential, reminding them that their success is not only attainable but necessary for their personal and professional fulfillment.
As you listen to this episode, I urge you to reflect on Tiana's powerful insights and take action in your own journey as a female advisor. Here are some actionable steps you can implement:
1. Embrace the concept of working from abundance. Cultivate a mindset of abundance, which will resonate with your clients and foster strong, trusting relationships.
2. Recognize the importance of the women who came before you. Pay homage to the trailblazers in the industry, learn from their experiences, and leverage their wisdom to drive your own growth.
3. Prioritize thorough preparation. Do your homework diligently, ensuring that you are well-prepared to provide exceptional service to your clients.
4. Engage in selective and intentional client onboarding. Set high standards for your clients, working exclusively with those who are committed and prepared to embark on a fruitful partnership.
Remember, a career in financial services holds immense potential for women to thrive and make a lasting impact. Tiana's story is a testament to the extraordinary possibilities that await those who dare to dream and take decisive action.
Tune in to this episode and embrace the transformative power of Tiana Ronstadt's journey. Together, we can reshape the landscape of the financial advisory industry and empower women to seize their rightful place as leaders and change-makers.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor.

Thank you for listening!